Integrate with Salesforce
Create an automation to update contacts and opportunities on Salesforce with meeting outcomes
- Go to the Automations page.
- Select New automation.
- Set some conditions for when you'd like this automation to run, or click Run after every meeting.
- Choose Salesforce from the menu.
- Click Connect if you haven't already connected your Salesforce account.
- Choose whether to update contacts or opportunities. Updates are made by matching meeting invitees' emails with contacts on Salesforce.
- Choose what meeting outcomes to include.
- Click Done, then Create.
Your automation will run on meetings that match the trigger conditions you set up in step 3 moving forward.
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